Unlimited users just $99/month

Your whole organisation for one fixed price

Book a demo
View all templates

RFI Management

A process to manage and gather information from potential or existing business partners.

Workflow template includes the following steps

Step 1 — Initiate RFI Process

Begin the process by identifying the company and the information needed.

Due Date

Output Field Conditions

Step 3 — Review Received Information

Review the information received from the company and organize it.

Due Date

Output Field Conditions

Step 4 — Make Informed Decisions

Use the gathered information to make informed business decisions.



This workflow template can be used as is or edited, added to and expanded upon. You can delete steps you don’t need or add steps specific to the operations of your company.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

The Purpose of RFI Management

The RFI Management process is designed to efficiently gather and manage information from companies that are either existing business partners or potential partners. This process is particularly useful in situations where a business is considering entering into a new partnership or seeking to understand more about its current partners.

The benefits of implementing the RFI Management process are numerous. Primarily, it provides a structured approach to information gathering, which helps to ensure that all necessary information is obtained and properly organized. This not only saves time but also increases the accuracy and completeness of the information gathered.

Secondly, by having a standardized process in place, businesses can ensure that they are treating all potential or existing partners equally. This can help to build trust and transparency in business relationships.

Thirdly, the RFI Management process can aid in decision-making. By having all the necessary information at hand, businesses can make informed decisions about whether to enter into a partnership, continue an existing partnership, or seek out new partners.

Finally, the RFI Management process can also serve as a form of risk management. By thoroughly understanding a potential or existing partner, a business can identify any potential risks associated with the partnership and take steps to mitigate them.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

Let Pneumatic Build a Unique Template for You

Pneumatic revolutionizes workflow management by leveraging AI to create custom workflow templates based on user-supplied prompts. Here’s how it works: you provide a brief description of the business process you need. Pneumatic’s AI algorithms analyze the prompt to understand the requirements, and specific tasks involved. Within minutes, a bespoke workflow template is generated in perfect alignment with your specific needs and requirements.

With Pneumatic’s AI-powered workflow template generator, you can engage in full-fledged business process discovery: just describe what’s going on at your company and Pneumatic will formalize it for you as a workflow template.

Use our Workflow Template Generator to create a customized template
for this business process based on your prompt

Learn more about Free Workflow Template Generator

Create an Account to Instantly Use
Our Workflow Template Generator

You can further customize the generated workflow template by inviting team members and assigning tasks to them, setting deadlines for each workflow and task, and adding conditions and variables to direct the flow of execution and information through each workflow.

Get Started with a Discovery Call

The server is not respondingPlease try again later